SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Chapter Four • C H A P T E R • • • • • 4 PROJECT MANAGEMENT • • • • • • • • • Irwin/McGraw-Hill 4-1 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Chapter Map Whitten Bentley Dittman Project Management Define the terms project and project management, and differentiate between project and process management. Describe the causes of failed information systems and technology projects. Describe the basic competencies required of project managers. Describe the basic functions of project management. Differentiate between PERT and Gantt charts as project management tools. Describe the role of project management software as it relates to project management tools. Describe eight activities in project management. Define joint project planning and its role in project management. Define scope and a write a statement of work to document scope. Use a work breakdown structure to decompose a project into tasks. Estimate tasks’ durations, and specify intertask dependencies on a PERT chart. Assign resources to a project and produce a project schedule with a Gantt chart. Assign people to tasks and direct the team effort. Use critical path analysis to adjust schedule and resource allocations in response to schedule and budget deviations. Manage user expectations of a project and adjust project scope. Irwin/McGraw-Hill 4-2 SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Copyright © 2004 The McGraw -Hill Companies. All Rights reserved Whitten Bentley Dittman Project, Project Management, and Process Management Project – a [temporary] sequence of unique, complex, and connected activities having one goal or purpose and that must be completed by specific time, within budget, and according to specification. Project management – the process of scoping, planning, staffing, organizing, directing, and controlling the development of an acceptable system at a minimum cost within a specified time frame. Process management – the activity of documenting, managing, and continually improving the process of systems development. Irwin/McGraw-Hill 4-3 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Measures of Project Success – The resulting information system is acceptable to the customer. – The system was delivered “on time.” – The system was delivered “within budget.” – The system development process had a minimal impact on ongoing business operations. Irwin/McGraw-Hill 4-5 Chapter 4 - Project Management Copyright © 2004 The McGraw -Hill Companies. All Rights reserved Irwin/McGraw-Hill 4-4 SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Copyright © 2004 The McGraw -Hill Companies. All Rights reserved Whitten Bentley Dittman Causes of Project Failure • Failure to establish upper-management commitment to the project • Lack of organization’s commitment to the system development methodology • Taking shortcuts through or around the system development methodology • Poor expectations management • Premature commitment to a fixed budget and schedule • Poor estimating techniques • Overoptimism • The mythical man-month (Brooks, 1975) • Inadequate people management skills • Failure to adapt to business change • Insufficient resources • Failure to “manage to the plan” Irwin/McGraw-Hill 4-6 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved 1 SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Poor Expectations Management Feature creep– the uncontrolled addition of technical features to a system. 4-7 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Project Management Functions 4-9 SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Copyright © 2004 The McGraw -Hill Companies. All Rights reserved Whitten Bentley Dittman PERT Chart Irwin/McGraw-Hill • Business awareness • Business partner orientation • Anticipation of impact • Resourceful use of influence • Commitment to quality • Initiative • Motivating others • Communication skills • Information gathering • Analytical thinking • Developing others • Monitoring and controlling • Conceptual thinking • Interpersonal awareness • Self-confidence • Stress management • Organizational awareness • Concern for credibility • Flexibility Irwin/McGraw-Hill (Adapted from Wysocki, Beck, and Crane, Effective Project Management: 4-8 CopyrightHow © 2004 to Plan, TheManage, McGraw and-Hill DeliverCompanies. Projects on Time Alland Rights withinreserved Budget.) SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Project Management Tools & Techniques • Scoping – setting the boundaries of the project • Planning – identifying the tasks required to complete the project • Estimating – identifying the resources required to complete the project • Scheduling – developing the plan to complete the project • Organizing – making sure members understand their roles and responsibilities • Directing – coordinating the project • Controlling – monitoring progress • Closing – assessing success and failure Irwin/McGraw-Hill Whitten Bentley Dittman Project Manager Competencies Scope creep – the unexpected and gradual growth of requirements during an information systems project. Irwin/McGraw-Hill SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition PERT chart – a graphical network model used to depict the interdependencies between a project ’s tasks. Gantt chart – a bar chart used to depict project tasks against a calendar. Irwin/McGraw-Hill 4-10 SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Copyright © 2004 The McGraw -Hill Companies. All Rights reserved Whitten Bentley Dittman Gantt Chart 4-11 Chapter 4 - Project Management Copyright © 2004 The McGraw -Hill Companies. All Rights reserved Irwin/McGraw-Hill 4-12 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved 2 SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Microsoft Project Gantt Chart Irwin/McGraw-Hill 4-13 Whitten Bentley Dittman Microsoft Project PERT Chart Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Project Management Life Cycle Irwin/McGraw-Hill 4-14 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Joint Project Planning Strategy Joint project planning (JPP) – a strategy in which all stakeholders attend an intensive workshop aimed at reaching consensus on project decisions. Irwin/McGraw-Hill 4-15 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Activity 1 – Negotiate Scope Scope – the boundaries of a project – the areas of a business that a project may (or may not) address. Includes answers to five basic questions: – – – – – Product Quality Time Cost Resources Statement of work – a narrative description of the work to be performed as part of a project. Common synonyms include scope statement, project definition, project overview, and document of understanding. Irwin/McGraw-Hill 4-16 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Statement of Work I. Purpose II. Background A. Problem, opportunity, or directive statement B. History leading to project request C. Project goal and objectives D. Product description III. Scope A. Stakeholders B. Data C. Processes D. Locations IV. Project Approach A. Route B. Deliverables V. Managerial Approach A. Team building considerations B. Manager and experience C. Training requirements Notice the use of information system building blocks (continued) Irwin/McGraw-Hill 4-17 Chapter 4 - Project Management Copyright © 2004 The McGraw -Hill Companies. All Rights reserved Irwin/McGraw-Hill 4-18 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved 3 SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Statement of Work (concluded) V. VI. VII. VIII. IX. Appendices Irwin/McGraw-Hill 4-19 Work breakdown structure (WBS) – a graphical tool used to depict the hierarchical decomposition of the project into phases, activities, and tasks. Milestone – an event signifying the completion of a major project deliverable. Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Activity 2 – Identify Tasks Managerial Approach (continued) D. Meeting schedules E. Reporting methods and frequency F. Conflict management G. Scope management Constraints A. Start date B. Deadlines C. Budget D. Technology Ballpark Estimates A. Schedule B. Budget Conditions of Satisfaction A. Success criteria B. Assumptions C. Risks SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman A Graphical Work Breakdown Structure Irwin/McGraw-Hill Copyright © 2004 The McGraw -Hill Companies. All Rights reserved 4-20 SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Activity 3 – Estimate Task Durations 1. Estimate the minimum amount of time it would take to perform the task – the optimistic duration (OD). 2. Estimate the maximum amount of time it would take to perform the task – the pessimistic duration (PD). 3. Estimate the expected duration (ED) that will be needed to perform the task. 4. Calculate a weighted average of the most likely duration (D) as follows: D = (1 x OD) + (4 x ED) + (1 x PD) 6 OD ED PD 3.33 days = (1 x 2 days) + (4 x 3 days) + (1 x 6 days) 6 Irwin/McGraw-Hill 4-21 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Activity 4 – Specify Inter -task Dependencies Irwin/McGraw-Hill 4-22 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Entering Intertask Dependencies • Finish-to-start (FS)—The finish of one task triggers the start of another task. • Start-to-start (SS)—The start of one task triggers the start of another task. • Finish-to-finish (FF)—Two tasks must finish at the same time. • Start-to-finish (SF)—The start of one task signifies the finish of another task. Irwin/McGraw-Hill 4-23 Chapter 4 - Project Management Copyright © 2004 The McGraw -Hill Companies. All Rights reserved Irwin/McGraw-Hill 4-24 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved 4 SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Scheduling Strategies SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman A Project Schedule in Calendar View Forward scheduling – a project scheduling approach that establishes a project start date and then schedules forward from that date. Reverse scheduling – a project scheduling strategy that establishes a project deadline and then schedules backward from that date. Irwin/McGraw-Hill 4-25 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Activity 5 – Assign Resources Irwin/McGraw-Hill 4-26 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Defining Project Resources • People – includes all the system owners, users, analysts, designers, builders, external agents, and clerical help that will be involved in the project in any way. • Services – includes services such as a quality review that may be charged on a per use basis. • Facilities and equipment – includes all rooms and technology that will be needed to complete the project. • Supplies and materials – includes everything from pencils, paper, notebooks to toner cartridges, and so on. • Money – includes a translation of all of the above into budgeted dollars! Irwin/McGraw-Hill 4-27 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Assigning Project Resources Irwin/McGraw-Hill 4-28 SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Copyright © 2004 The McGraw -Hill Companies. All Rights reserved Whitten Bentley Dittman Resource Leveling Resource leveling – a strategy for correcting resource overallocations. There are two techniques for resource leveling: • • Irwin/McGraw-Hill 4-29 Chapter 4 - Project Management Copyright © 2004 The McGraw -Hill Companies. All Rights reserved task delaying task splitting Irwin/McGraw-Hill 4-30 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved 5 SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Task Splitting and Delaying SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Activity 6 – Direct the Team Effort • Critical path – the sequence of dependent tasks that determines the earliest possible completion date of the project. – Tasks that are on the critical path cannot be delayed without delaying the entire project schedule. To achieve resource leveling, critical tasks can only be split. • Slack time – the amount of delay that can be tolerated between the starting time and completion time of a task without causing a delay in the completion date of the entire project. • Supervision resources – The Deadline: A Novel about Project Management – The People Side of Systems – The One Minute Manager – The One Minute Manager Meets the Monkey • Stages of Team Maturity (see figure to the right) – Tasks that have slack time can be delayed to achieve resource leveling Irwin/McGraw-Hill 4-31 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman 10 Hints for Project Leadership • • • • • • • • • • 4-33 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition • • • • Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition 4-32 Whitten Bentley Dittman Activity 7 – Monitor and Control Progress Be Consistent. Provide Support. Don’t Make Promises You Can’t Keep. Praise in Public; Criticize in Private. Be Aware of Morale Danger Points. Set Realistic Deadlines. Set Perceivable Targets. Explain and Show, Rather Than Do. Don’t Rely Just on [Status Reports]. Encourage a Good Team Spirit. Irwin/McGraw-Hill Irwin/McGraw-Hill Whitten Bentley Dittman Progress reporting Change management Expectations management Schedule adjustments —critical path analysis (CPA) Irwin/McGraw-Hill 4-34 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Sample Outline for a Progress Report Sample Outline for a Progress Report (concluded) I. Cover Page A. Project name or identification B. Project manager C. Date or report IV. II. Summary of progress A. Schedule analysis B. Budget analysis C. Scope analysis Previous problems and issues A. Action item and status B. New or revised action items 1. Recommendation 2. Assignment of responsibility 3. Deadline V. New problems and issues A. Problems (actual or anticipated) B. Issues (actual or anticipated) C. Possible solutions 1. Recommendation 2. Assignment of responsibility 3. Deadline Attachments (include relevant printouts from project management software) (describe any changes that may have an impact on future progress ) D. Process analysis (describe any problems encountered with strategy or methodology) E. Gantt progress chart(s) III. Activity analysis A. Tasks completed since last report B. Current tasks and deliverables C. Short term future tasks and deliverables VI. (continued) Irwin/McGraw-Hill 4-35 Chapter 4 - Project Management Copyright © 2004 The McGraw -Hill Companies. All Rights reserved Irwin/McGraw-Hill 4-36 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved 6 SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Progress Reporting on a Gantt Chart SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Change Management Change management – a formal strategy in which a process is established to facilitate changes that occur during a project. Changes can be the result of various events and factors including: – An omission in defining initial scope – A misunderstanding of the initial scope – An external event such as government regulations that create new requirements – Organizational changes – Availability of better technology – Shifts in planned technology that force unexpected and significant changes to the business organization, culture, and/or processes – Management’s desire to have the system do more than was originally requested or agreed to – Reduced funding for the project or imposition of an earlier deadline. Irwin/McGraw-Hill 4-37 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Expectations Management Irwin/McGraw-Hill 4-38 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Lunar Project Expectations Management Expectations management matrix – a tool used to understand the dynamics and impact of changing the parameters of a project. The second most important The most important The least important Can have only one X in each row and each column Irwin/McGraw-Hill 4-39 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Typical, Initial Expectations for a Project Irwin/McGraw-Hill 4-41 Chapter 4 - Project Management Copyright © 2004 The McGraw -Hill Companies. All Rights reserved Irwin/McGraw-Hill 4-40 SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Copyright © 2004 The McGraw -Hill Companies. All Rights reserved Whitten Bentley Dittman Adjusting Expectations Irwin/McGraw-Hill 4-42 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved 7 SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Changing Priorities SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Schedule Adjustments - Critical Path Analysis 1. Using intertask dependencies, determine every possible path through the project. 2. For each path, sum the durations of all tasks in the path. 3. The path with the longest total duration is the critical path. – The critical path for a project is that sequence of dependent tasks that have the largest sum of most likely durations. The critical path determines the earliest completion date of the project. – The slack time available for any non-critical task is the amount of delay that can be tolerated between the starting time and completion time of a task without causing a delay in the completion date of the entire project. Irwin/McGraw-Hill 4-43 SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Copyright © 2004 The McGraw -Hill Companies. All Rights reserved Whitten Bentley Dittman Critical Path Analysis Irwin/McGraw-Hill 4-44 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved SYSTEMS ANALYSIS AND DESIGN METHODS 6th Edition Whitten Bentley Dittman Activity 8 – Assess Project Results and Experiences • Did the final product meet or exceed user expectations? – Why or why not? • Did the project come in on schedule? – Why or why not? • Did the project come in under budget? – Why or why not? Irwin/McGraw-Hill 4-45 Chapter 4 - Project Management Copyright © 2004 The McGraw -Hill Companies. All Rights reserved Irwin/McGraw-Hill 4-46 Copyright © 2004 The McGraw -Hill Companies. All Rights reserved 8